WSR

WSR

WSR

Letters With This Ticker

Quarter Letter Date Fund Name QTD YTD Tickers Keywords/Themes Theme Commentary Pitches Letter
2023 Q1 May 23, 2023 Conestoga SMid Cap Composite 12.9% 12.1% ALTR, AXON, CWAN, FICO, JKHY, LSPD, PLOW, TECH, WSR -

Pitches With This Ticker

Date Pitch Type Author Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Mar 16, 2026 Substack Toff Cap Monday Monitor Whitestone REIT Real Estate REIT Neutral New York Stock Exchange activist action, capital allocation, Emmett IM, Governance, investment opportunity, Real Estate, strategic changes, Whitestone REIT
Nov 6, 2025 Seeking Alpha Seeking Alpha Whitestone REIT REIT - Retail Bull acquisition offer, AFFO increase, cap rate, high-growth markets, NAV, NOI growth, Real Estate, shareholder value, undervalued, Whitestone REIT
Aug 8, 2025 Seeking Alpha David Devine Whitestone REIT Real Estate REIT - Retail Neutral NYSE

BSD Shareholders of WSR

This report provides a detailed summary of investor holdings for a specified stock ticker, highlighting key metrics such as fund name, total assets under management (AUM), invested value, portfolio weight, and shares owned. It also tracks changes in share ownership during the last quarter, including the percentage of shares bought or sold and the percentage of outstanding shares owned. The data is generated using an API that processes investor holdings and calculates these values for each fund. This report helps investors and analysts monitor the stock positions of major funds, identify investment trends, and assess the influence of large investors on individual stocks.

Filing Date: September 30, 2025
Manager Name Fund Name Fund AUM Invested Value Portfolio Weight Shares Owned Shares Bought / Sold During Quarter % Bought / Sold During Quarter % of Shares Outstanding Owned
No investor data available.